Wealth Cairn, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The negotiated hourly fee for these services is between $250 and $500. 5 Clients may terminate the agreement without penalty, for full refund of CAIRN 's fees, within five business days of signing the Financial Planning Agreement.”

Flat or project fee

$2,500⁠-⁠$5,500

“The negotiated fixed rate for creating client financial plans is between $2500 and $5,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wealth Cairn, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Fees are paid in advance on a quarterly or monthly basis.”

How Wealth Cairn, LLC’s fees compare

• Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,500 spans the California median of $5,000. 44% of the 796 other California planners that publish a flat or project fee charge less.

About Wealth Cairn, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307622

Website

wealthcairn.com (opens in new tab)

Phone

(408) 520-1518

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

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